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420 hedge funds and large institutions have $7.12B invested in Chemed in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 121 increasing their positions, 155 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 43

9% more capital invested

Capital invested by funds: $6.5B → $7.12B (+$614M)

4% more funds holding

Funds holding: 403420 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.9% less ownership

Funds ownership: 88.92%88.02% (-0.9%)

17% less call options, than puts

Call options by funds: $8.94M | Put options by funds: $10.8M

22% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 155

Holders
420
Holders Change
+17
Holders Change %
+4.22%
% of All Funds
6.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
65
Increased
121
Reduced
155
Closed
43
Calls
$8.94M
Puts
$10.8M
Net Calls
-$1.85M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
251
LRT Capital Management
Texas
$646K +$587K +1,222 New
JMPWA
252
JP Morgan Private Wealth Advisors
California
$644K -$132K -275 -18%
GAM
253
Gotham Asset Management
New York
$640K +$301K +626 +107%
AFM
254
Abbot Financial Management
Massachusetts
$635K
EGM
255
Engineers Gate Manager
New York
$632K +$573K +1,194 New
MSRPS
256
Maryland State Retirement & Pension System
Maryland
$627K
MML Investors Services
257
MML Investors Services
Massachusetts
$608K -$112K -234 -17%
CAAS
258
Capital Asset Advisory Services
Michigan
$605K +$33.6K +70 +7%
LA
259
LVW Advisors
New York
$601K -$2.4K -5 -0.4%
CCM
260
Coldstream Capital Management
Washington
$595K +$95.1K +198 +21%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$592K +$80.2K +167 +18%
YMRC
262
Yorktown Management & Research Company
Virginia
$582K
SGAM
263
Smith Group Asset Management
Texas
$580K -$13.9K -29 -3%
WI
264
Wintrust Investments
Illinois
$571K +$519K +1,080 New
DCM
265
Delta Capital Management
New Jersey
$508K -$19.2K -40 -4%
AO
266
Advisor OS
Illinois
$507K +$49.5K +103 +12%
CSS
267
Cubist Systematic Strategies
Connecticut
$497K +$202K +420 +81%
HCM
268
Hengehold Capital Management
Ohio
$471K
PA
269
Profund Advisors
Maryland
$470K -$35K -73 -8%
ISWM
270
Independent Solutions Wealth Management
New York
$465K
BBVA
271
Banco Bilbao Vizcaya Argentaria
Spain
$453K
GWANC
272
Guardian Wealth Advisors (North Carolina)
North Carolina
$452K +$410K +854 New
HSBC Holdings
273
HSBC Holdings
United Kingdom
$445K +$401K +836 New
SCM
274
Shelton Capital Management
Colorado
$441K -$26.9K -56 -6%
Baird Financial Group
275
Baird Financial Group
Wisconsin
$436K +$68.7K +143 +21%